Creative Planning
GAU

Creative Planning’s Galiano Gold GAU Stock Holding History

Creative Planning’s Portfolio GAU Stock Details GAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.4K Buy
+14,101
New +$39.9K ﹤0.01% 4019
2022
Q1 		– Sell
-13,709
Closed -$10K – 2383
2021
Q4 		$10K Hold
13,709
– – ﹤0.01% 2056
2021
Q3 		$10K Hold
13,709
– – ﹤0.01% 2073
2021
Q2 		$15K Hold
13,709
– – ﹤0.01% 1996
2021
Q1 		$15K Hold
13,709
– – ﹤0.01% 2456
2020
Q4 		$15K Hold
13,709
– – ﹤0.01% 2205
2020
Q3 		$19K Buy
+13,709
New +$21.8K ﹤0.01% 1987
2017
Q3 		– Sell
-7,000
Closed -$11K – 2574
2017
Q2 		$11K Hold
7,000
– – ﹤0.01% 3570
2017
Q1 		$18K Buy
7,000
+2,100
+43% +$6.5K ﹤0.01% 3192
2016
Q4 		$15K Buy
4,900
+4,500
+1,125% +$15.5K ﹤0.01% 3266
2016
Q3 		$2K Buy
+400
New +$1.69K ﹤0.01% 4219
2015
Q2 		– Sell
-1,053
Closed -$2K – 1800
2015
Q1 		$2K Sell
1,053
-1,047
-50% -$1.61K ﹤0.01% 3868
2014
Q4 		$3K Hold
2,100
– – ﹤0.01% 3698
2014
Q3 		$4K Buy
+2,100
New +$5.05K ﹤0.01% 3391
2013
Q4 		– Sell
-3,000
Closed -$7K – 3365
2013
Q3 		$7K Buy
+3,000
New +$7.9K ﹤0.01% 2612

Other funds holding GAU

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return